It is easy to add new users to your Inform Direct account.
Note: Only users on a subscription service can add new users to their account.
To add someone with View Only rights:
1. Go to your "Account" and select "Manage users".
2. Here is a list of all existing users. To add a new user click on the blue 'Add new user' button.
Note: If you have not yet added any additional users you will just see your name.
3. Next, enter the new user's Forename, Surname and Email address.
Note: Each user must have a unique email address on the Inform Direct system. If you try to enter a user's email address and there is an error, this is because that user is already registered on the system. You will need to use a different email address to add that user to your account.
4. Select 'View only.'
5. There are 6 settings for a View only user which are all hard coded as Not Available.
6. Click on the 'Principal contact' button, if appropriate. Then select 'Continue.'
Note: it is possible to have a View only user as a Principal contact.
7. This will bring up the screen below. Here you can select which company or companies you will give the new user view only access to.
Note: The default gives the new user no access to any companies. You must choose which company or companies you would like the new "View only" user to have access to.
How do I give access rights over specific companies?
8. To confirm, select 'Add user.' Inform Direct will then send the new user an invitation by email. If they click on the link in the email they will have to set themselves a password. Once they have done this they will have access to the portfolio.
Note: Until the new user has accepted their invitation, their status will show as 'Pending'.
Note: If you have set up a user and then wish to change the user type, please follow the link below: Can I change the user type for an existing user?